Tax Technician II

Calaveras, County of (CA); San Andreas (CA); On-site; USD 45,000 - 67,000; Full time

Job summary

Calaveras County is seeking a Tax Technician at entry to advanced levels to support Treasurer/Tax operations with clerical accounting, auditing, and records maintenance.

The role requires learning and applying complex state revenue and taxation codes, working with various computer applications, handling tax roll records, and assisting with tax sales and payment plans. Training path Tax Technician I–IV offers progression.

Qualifications

• Equivalent to graduation from high school with related experience.
• Knowledge of clerical accounting/auditing procedures and office software.
• Ability to learn and apply state and local tax regulations.

Responsibilities

• Performs clerical accounting/auditing duties of varying complexity.
• Handles records management tasks related to Treasurer/Tax operations.
• Maintains and reconciles fiscal records for secured and prior secured tax roll.
• Prepares quarterly and yearly accounting reports or documentation related to said reports.
• Handles tasks associated with current secured, 5 pay plan and 4 pay plan programs.
• Works closely with, understands and applies complex State revenue and taxation codes.
• Understands, applies and meets State requirements for yearly tax sale and payment plans.
• Works with outside agencies, the public and others regarding Treasurer/Tax operations, including special assessments.
• Understands and applies computer technology, ensuring that day-to-day records maintenance operations are accurate.
• Performs work related to Prior Secured Delinquent Tax Roll and the Yearly Tax Sale of Delinquent parcels.
• May be expected to explain, demonstrate or otherwise instruct the public and others with regards to applicable codes, laws, regulations; be able to learn, apply and demonstrate computer application functions.
• To learn, apply and coordinate computer data maintenance.
• To serve on related committees.
• To work on special projects; to do related work as required.

Skills

Clerical accounting

Auditing basics

Office software proficiency

Data entry

Education

High school diploma or equivalent

Tools

DOS

WordPerfect

Microsoft Works

Excel

dBASE

Job description

Under general direction, to perform clerical accounting/auditing and records maintenance duties related to County Treasurer/Tax functions; to learn, understand, interpret and apply complex tax codes; to work efficiently and effectively with a wide variety of related computer hardware/software applications; to do related duties as required.

DISTINGUISHING CHARACTERISTICS:

This is a flexibly staffed, four part series. Incumbents will be expected to perform increasingly complex clerical accounting/auditing duties, requiring specialized knowledge related to County Treasurer/Tax functions. Incumbents will also be expected to possess technical knowledge as it relates to applicable computer technology.

Tax Technician I

This is the entry level position in the Tax Technician series. The incumbent will be expected to have basic knowledge of general clerical accounting and auditing procedures, with demonstrated knowledge of office computer software packages. This position works under very close supervision in a training mode.

Tax Technician II

This is the second level position in the Tax Technician series. The incumbent is expected to have the basic skills and knowledge of a Tax Technician I and be able to perform basic technical and specialized clerical accounting/auditing and technical computer application work related to Treasurer/Tax functions. This position is expected to perform basic routine tasks independently.

Tax Technician III

This is the journey level position in the Tax Technician series. The incumbent is expected to work independently and have a good understanding of the Treasurer/Tax clerical accounting/auditing methodologies, including specialized computer applications related to those specialized functions.

Tax Technician IV

This is the advanced journey level position in the Tax Technician series. The incumbent is expected to have an excellent understanding of specialized accounting/auditing methodologies and be highly skilled in all aspects of related computer applications. this position is unique in that it is expected to identify, implement, coordinate and troubleshoot computer hardware and software needs related to departmental operations.

• Performs clerical accounting/auditing duties of varying complexity.
• Handles records management tasks related to Treasurer/Tax operations.
• Maintains and reconciles fiscal records for secured and prior secured tax roll.
• Prepares quarterly and yearly accounting reports or documentation related to said reports.
• Handles tasks associated with current secured, 5 pay plan and 4 pay plan programs.
• Works closely with, understands and applies complex State revenue and taxation codes.
• Understands, applies and meets State requirements for yearly tax sale and payment plans.
• Works with outside agencies, the public and others regarding Treasurer/Tax operations, including special assessments.
• Understands and applies computer technology, ensuring that day-to-day records maintenance operations are accurate.
• Performs work related to Prior Secured Delinquent Tax Roll and the Yearly Tax Sale of Delinquent parcels.
• May be expected to explain, demonstrate or otherwise instruct the public and others with regards to applicable codes, laws, regulations; be able to learn, apply and demonstrate computer application functions.
• To learn, apply and coordinate computer data maintenance.
• To serve on related committees.
• To work on special projects; to do related work as required.

Knowledge of:

General clerical accounting/auditing and record keeping methodologies; principles and practices of governmental and commercial record keeping practices; pertinent federal, state and local regulations; report writing; computer applications, including DOS, WordPerfect, Microsoft Works, Excel dBASE and other commonly used applications; general computer functions and tools related to office operations.

Ability to:

Effectively work with a wide variety of computerized data and fiscal reports and records; work with personal computers; prepare complex reports; present material in a concise and orderly fashion; skillfully and accurately perform a wide variety of mathematical functions; operate business machines; create and order specialized forms as needed; recognize office needs and implement solutions.

Skill to:

Effectively establish and maintain excellent working relations with the public and others; maintain accurate records; understand, learn and apply specialized rules, regulations, policies and procedures.

Education, Training, and Experience

Equivalent to graduation from high school and:

Tax Technician I

Two years of general clerical accounting/auditing experience, including demonstrated knowledge of computer applications.

Tax Technician II

Three years of general clerical accounting/auditing experience, including demonstrated knowledge of computer applications and County Treasurer/Tax operations.

Tax Technician III

Four years of clerical accounting/auditing experience, including demonstrated knowledge of computer applications and County Treasurer/Tax operations.

Tax Technician IV

Five years of clerical accounting/auditing experience, including demonstrated knowledge of specialized computer applications and County Treasurer/Tax operations.